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Our tax professionals recognize that we are your advocate. Research and planning are conducted with this as the foremost goal. We listen to your plans in order to help you attain your goals. If we feel your plans cannot achieve those desired goals, we present workable alternatives. At Judd, Thomas, Smith & Company, P.C. you will find comprehensive tax research and planning in many areas:
To minimize or defer taxes requires daily attention to current developments in the Federal, state and local legislatures and court systems. Judd, Thomas, Smith & Company, P.C. is committed to an immediate response to these changes by maintaining an up-to-date tax library, subscribing to tax newsletters as well as computer based CD Rom and online programs. In addition, all professional personnel are required to maintain a minimum of 40 hours of professional development per year. We are always alert to ways clients can benefit from changes in the tax codes. We assist our clients in identifying and understanding those gray areas in the tax laws, and advise them about alternatives available in making tax-related decisions. By looking at the whole picture and carefully managing your taxes, we can help you keep the most from your profits and investments.
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Our audit approach emphasizes looking beyond the accounting entries to the underlying operations and economics which generated the year's financial results. We believe it is important for us to gain insight into the various business conditions which affect our client's financial condition and operations. Using this approach, our audits are planned based upon an in-depth understanding of the business and the environment in which you operate. This approach results in risk-oriented examinations, which are not only efficient and effective in terms of meeting professional and regulatory requirements, but also meet realistic cost/benefit criteria. Our audit always includes a fresh review and report on internal control weaknesses. We believe our firm must establish and maintain open communication with management and be available throughout the year to provide responsive and varied professional services. Our service approach is tailored to the unique needs and environment of your company. Just as you are dedicated to providing the best possible service to your customers, Judd, Thomas, Smith & Company, P.C. believes that thorough, timely, and responsive services to clients is our first priority. As we work with clients, we continue to seek more effective approaches to meet their specific needs. Both our shareholders and managers are involved in the day-to-day operations of our audits. We believe the audits must be performed by seasoned professionals who have an in-depth knowledge of your company and your industry. As a member of the SEC practice section of the American Institute of Certified Public Accountants, Judd, Thomas, Smith & Company, P.C. participates in a peer review of our quality and control procedures every three years for compliance. Peer reviews are conducted by CPAs from other firms, based on rigorous standards established by the AICPA. As of October 1999, only 1200 firms nationwide were members of the SEC practice section of the AICPA, |
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From supporting your accounting department to serving as your accounting department, we offer supplementary or in-depth accounting capabilities, depending upon your needs. We are business owners ourselves and understand your needs. We have first-hand knowledge in successfully managing a company. Because of this, we offer you consultation and accounting services based on sound, practical knowledge rather than on theory. We can customize any accounting system to accommodate your firm's size and specific requirements. Our accounting support includes:
We also help our growth-oriented, privately held client businesses to maximize profits, minimize tax burdens, identify and evaluate financing alternatives, and undertake specialized management problems due to our close, day-to-day involvement. We here at Judd, Thomas, Smith & Company, P.C. believe a business owner benefits from a broad-based advisor who understands your firm's operations and considers both your business and personal goals. Your growth and financial security are important to us. |
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Personal and Business Financial Planning
The purpose of financial planning is to obtain the greatest use of an individual's or entity's financial resources while, at the same time, accommodating that person's desires, resources, and station in life. There must be an assessment of where one stands. This helps determine the parameters within which the plan can be developed. People find that their financial objectives change during their lifetime. While survival is the prime objective in the early years, increasing family responsibilities, growing income, and changing lifestyles will change financial objectivess. At Judd, Thomas, Smith & Company, P.C., our financial advisors will provide different levels of financial planning--from counseling to comprehensive planning. Your financial plan will include a review of the following:
Projections will be made of what would happen if certain events were to occur: death, disability, retirement. This takes in a review of your insurance coverage, retirement plans, and Social Security protection, as well as your investment and noninvestment assets. If financial planning is to be truly effective, periodic reviews and updates are essential. In any lifestyle change, such as a marriage, birth, death, or divorce, your financial plan must also be altered to properly reflect the impact of the change. At Judd, Thomas, Smith & Company, P.C., you will receive competent, objective financial advice tailored to meet your personal and business financial goals at a level of risk with which you are comfortable. |
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Management advisory services consist of advice and assistance concerning such matters as your organization, personnel, finances, operations, systems, controls, and other aspects of current or proposed activities. We can help you with the most strategic, top-level decisions you need to make and can also help you with implementation of your strategies down to the most minute detail. Our firm is organized to help you deal with:
Our consultants are also able to assist you in the following areas:
Selecting a business advisor or consultant is a critical business and personal decision. The consultant must have a clear understanding of the administrative and financial issues associated with your business and a thorough understanding of how to deal with them. Judd, Thomas, Smith & Company, P.C. recognizes your special needs and is ready to be part of your management team. |
Effectively
managing taxes involves more than a once-a-year filing. Our ongoing
working relationship with you puts us in a position to advise you
on tax matters and assist you in taking advantage of tax saving
opportunities. We place heavy emphasis on the planning stage, employing
every possible strategy to minimize your tax burden, allowing you
to keep more of what you've earned.
Judd,
Thomas, Smith & Company, P.C. provides audit expertise to entities
ranging from large, multi-state corporations to small, family-owned
businesses. We pride ourselves on providing timely, cost-effective
audit services that adhere to strict quality control standards along
with a personalized approach.
At
Judd, Thomas, Smith & Company, P.C., we focus on both your business
and personal goals. Our Accounting Services Department crosses all
the functional areas of our firm: auditing, review and compilation,
tax, and management consulting.
Personal
and business financial planning is an organized, well-planned system
of using money and financial resources to achieve both short- and
long-term goals. At every income level, there are steps you can
take to make more efficient use of your assets and to make sure
your financial future is secure.
Your
business has become more difficult as the burdens of administration
and financial management have increased. As a busy professional
or executive, your management and organizational problems may seem
to be growing while the time available for solving them is shrinking.
Judd, Thomas, Smith & Company, P.C. recognizes that your business
has its own special needs. We will assist you to identify your needs
and problems and design our services specifically to solve them.
As a member of your management team, we will not leave you with
lengthy and expensive consultant reports. Instead, we will help
you put the programs you select into action. Our services are designed
to help you in every facet of your business.